Pernas Research LLC manages assets in the “Pernas Portfolio” released its third quarter 2024 investor letter. The portfolio returned 18.3% in the quarter compared to a 5.9% return for the S&P 500 Index and a 9.2% return for the Russell 2000 Index. During the quarter, inflation fell, the Fed dropped rates by 50 basis points, high-yield spreads tightened, and some of the portfolio’s smaller-cap stocks rose. In addition, please check the fund’s top five holdings to know its best picks in 2024.
A copy of Pernas Research’s Q3 2024 investor letter can be downloaded here.Create a free account, or log in to read the full article
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